InvestTalk with Tim Mugglestone and Eu Joe Chan

Podcast

Information for advice professionals only.

In this episode of Invest Talk we discuss the Liquid Alternatives asset class and the role it plays in portfolio construction. Tim Mugglestone is joined by Eu Joe Chan – Portfolio Manager in BT’s Income and Alternatives Team. Tim and Eu Joe look at how the asset class has changed over the past decade and its importance as a diversifying element within modern portfolios.

Eu Joe Chan – Portfolio Manager, BT Income and Alternatives, BT Investment Solutions

Eu Joe joined BT Investment Solutions in July 2017 as Portfolio Manager reporting through to Dan Park, Head of Income and Alternatives. Eu Joe’s main responsibilities are the day-to-day management of the underlying portfolios including cash flow management, reviewing and ensuring managers are operating within their mandate constraints and resolving compliance/operational issues. He is also responsible for driving sector reviews, manager research, due diligence and portfolio construction analysis. 

Prior to BTIS, Eu Joe was a Senior Investment Analyst at Perpetual where he was directly responsible for the management of their in-house multi-manager products with a specific focus on both traditional fixed income and alternative assets. He also has a strong direct credit research background, in particular in hybrid securities.  Eu Joe has 17 years of investment experience and has a Masters of Applied Finance and Investments (FINSIA), Bachelor of Commerce, Bachelor of Engineering & Masters of Commerce (University of Sydney). He is also a CFA Charter holder and has completed the CPA program. 

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